See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,527 | $31,310-18.5% | $53,898-52.6% | $74,304-65.6% |
| Participation rate | 28.5% | 30.7%-2.2pp | 55.0%-26.5pp | 60.3%-31.8pp |
| Annual return | 12.06% | 23.16%-11.1pp | 528.60%-516.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $490 | $450+9.0% | $932-47.4% | $2,241-78.1% |
| Participant deferral / active EE | $920 | $934-1.6% | $1,826-49.6% | $3,767-75.6% |
| Admin fee / account holder | $3,964 | $2,175+82.2% | $2,491+59.2% | $2,969+33.5% |